BRANDYWINE FINANCIAL GROUP, INC.
SEC RegisteredProviding Solutions for Your Financial Independence
About the firm
As an Independent Registered Investment Advisor, Brandywine Financial Group provides unbiased financial solutions with the power of cutting edge technology for the busy executive, professional, retiree and small business owner. Brandywine Financial Group offers a fee-based relationship as an alternative to commission-based investing, enhancing communication for both the client and the advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based financial advisory services including estate planning, financial strategies, and financial advice for life's milestones. Custom plans for every stage of life.
Who they serve
Busy executives, professionals, retirees, and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 153 | $37M |
| High Net Worth Individuals | 55 | $96M |
| Charitable Organizations | 3 | $2.4M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.50% |
| $500,000 to $750,000 | 1.25% |
| $750,000 to $1,000,000 | 1.15% |
| Over $1,000,000 | 1.00% |
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRANDYWINE FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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